Senior Wealth Advisor for High Net Worth Clients

2201 United Overseas Bank (Malaysia) Bhd; Johor; On-site; MYR 100,000 - 160,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, strengthening client relationships and generating revenue. You will analyse clients' financial requirements and match them with the bank's investment offerings to grow mutually beneficial banking opportunities.

Proactively cross-sell other banking products, drive wealth revenue, and identify business opportunities in line with the bank's strategy.

Qualifications

• Experience in Financial Services servicing high networth clientele.
• High integrity and professionalism with strong client relationship skills.
• Excellent written and verbal communication and interpersonal abilities.

Responsibilities

• Acquire and nurture relationships with high net worth clients to strengthen connections and revenue.
• Manage key relationships and provide sound advice for personal investment needs aligning with product offerings.
• Cross-sell other banking products and services to expand wallet share and portfolio growth.
• Deliver strong wealth revenue performance, client growth, product penetration and superior client experience.
• Identify business opportunities to drive performance in line with the bank's strategy.

Skills

Relationship management

Communication skills

Financial services experience

Job description

2201 United Overseas Bank (Malaysia) Bhd is seeking a Wealth Relationship Manager to acquire and nurture relationships with high net worth clients, strengthening client relationships and generating revenue. You will analyse clients' financial requirements and match them with the bank's investment offerings to grow mutually beneficial banking opportunities.

Proactively cross-sell other banking products, drive wealth revenue, and identify business opportunities in line with the bank's strategy.